Invite others to join: During the trial, all users in your organization are free

Under the Gear menu , select the People menu

Add people as Execs, Assistants, or IT Admins. All you need are their names and emails addresses. Be sure to link Exec to their Assistants using the Network icon in the People section

Sync your Contacts: There are lots of ways to enable CallPlease to auto-enter contact details, but to start, sync the contacts on your phone to CallPlease.

Under the three dots menu , select Settings.

Select Sync Contacts. All you contacts are now available on your device and the web portal.

Make a few calls: CallPlease is great for adding calls on the go or scheduling your calls for the future.

Use the big plus button on your mobile device or the plus at the top of your calls display on the portal to make or schedule calls

After the call ends, CallPlease will prompt you to capture what just happened and what should happen next for that call.

Customize a Call Action: Call Actions are your short cut for telling yourself or your teammates what should happen next. You can add actions that are about calling or other things you regularly do after a call, like send an email or invite to connect on social media. Everyone can create their own custom actions, or you can share them across teams.

Under the pencil menu, select Call actions and then select a call log from the drop down.

Add a new action or modify an existing one.

Extra Credit Assignments!

Schedule a recurring call: Are their important customers or contacts that you want to remember to talk to regularly? Recurring calls appear on your call logs at regular intervals that you can customize. Create one under the pencil menu

Create a Shared Call Log: Shared logs come in two flavors and allow everyone in them to maintain visibility into the calls in the log and contribute to making them.

Under the Gear menu, select the Shared Call Logs menu

Click the Plus next to Add a new shared call log

Give it a name and accept all the defaults. You can change them later.